Review time-off policy context when priority shifts
Priority changes get the policy check they need before they become staffing surprises.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
Action
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Why this helps
Urgent work can collide with time-off rules that are only discovered after commitments are made.
- Surface relevant policy context early
- Make urgent work reviews more complete
- Reduce avoidable scheduling surprises
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Connecteam in Notis once.
- 2Create an automation that retrieves Connecteam policy types whenever a ClickUp priority changes.
- 3Pick the ClickUp Task Priority Updated trigger.
- 4Choose a report channel and test with one priority change.
Questions about this workflow
Does this approve time off?
No. It only retrieves available policy types for a review.
Can it know who is unavailable?
Not from policy types alone. The report names any missing availability data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Connecteam. A trigger fires from one place; an action lands in another.
Clickup triggers
Connecteam actions
Recurring trigger
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When this happens · Trigger
Do this · Action
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